Protecting financial consultants from under £55* per year
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Get a QuoteOur standard cover is:
As a financial consultant, insurance is crucial to protect you when advising clients on investments, pensions, mortgages, and more. Our liability insurance covers you against claims if a client suffers financial loss due to your recommendations. For example, you could be liable if inappropriate mortgage advice leads to missed repayments and repossession.
Our policies give you complete peace of mind that any claims caused by your financial guidance will be dealt with. Professional Saver offers financial consultant insurance starting at £55* per year. Get your no-obligation online quote today.
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Employers Liability
Business Contents & Equipment
Personal Accident
Short Term Income Protection
Professional Indemnity*
* Due to the specialist nature of your profession, we’ll arrange a separate policy for your professional indemnity cover to complement your Professional Saver policy. Please get a quote online for the other covers you need and contact us to discuss your personalised professional indemnity quotation.
Complete our simple quote form with basic details about your business.
Get an instant quote & choose any optional covers you may need.
Instantly activate your Professional Saver policy and view your certificates online.
Financial consultants insurance protects professionals who provide financial planning and investment advice. It safeguards against claims due to errors, omissions or negligence in recommendations to clients across areas like:
This insurance covers consultants for:
Comprehensive coverage is vital for financial professionals as flawed recommendations can lead to substantial loss of income and assets. This insurance protects livelihoods by covering legal costs and compensation pay-outs.
As a financial consultant, your specialism guides clients to make optimal decisions on matters like pension funds, property purchases and equity investments. However, markets can be volatile and unpredictable. Despite your best efforts, investments may underperform or market movements may negate your guidance.
Without adequate insurance, you risk facing substantial pay-outs if dissatisfied clients pursue loss recovery through legal channels. Our policies give you complete reassurance that your insurer will professionally handle any claims against you.
Our specialist financial consultant policies protect against:
You can add these separate policies to your insurance:
We offer varying levels of coverage to suit independent consultants and larger consultancies alike. Simply fill out our online form to get a quote.
Our financial consultants policies are designed to provide protection for typical advisory services like:
Our insurance protects you against financial losses arising from unintentional mistakes or oversights in your advice, covering common consulting areas. We understand the unique needs of different financial advisors, so our policies are tailored to your specific roles and responsibilities.
With over 35 years of experience, we prioritise delivering specialist packages. Our key strengths include:
To get your quote, just complete our simple online form. Let Professional Saver protect your livelihood.
* Total number of live policies as of 31/10/2025
Financial consultants need insurance because investments and markets can be extremely unpredictable. One flawed bit of guidance could lead to a client suffering substantial financial loss, followed by legal action.
Our policies cover potential claims, including unsuitable product advice, inaccurate market predictions, unrealistic performance projections and insufficient risk warnings. They provide a safety net if your incorrect guidance contributes to client losses.
We cover all core advisory areas, including:
Essentially, we cover any claims due to investment, mortgage or wider financial guidance that contribute to clients experiencing financial loss.
Yes, you need specialist pension consultant insurance if you provide recommendations on retirement planning. Even simple consolidation guidance which leads to loss of benefits could trigger claims. Our policies are specifically designed to cover liability when:
Our optional professional indemnity cover protects you if your forecasted returns, growth rates or other predictions are higher than reality. For example, if you project 8% annual returns but the client only achieves 2%, they could argue the investments were mis sold.
Our insurance would cover against claims for the financial loss suffered, providing you demonstrate due diligence was taken with the guidance provided.
From only£55per year
From only£55per year
From only£55per year
From only£55per year
From only£55per year
From only£55per year
From only£55per year
